personal banking advisor

Emirates Islamic

<div>Responsibilities
<ul><li>The Primary responsibilities are to develop customer relationships to achieve assigned sales and service objectives / standard.
 </li><li>Provide acceptable level of service to personal banking customers, and explore cross sell during the customer interactions with a view to increase personal banking revenue
</li><li>Identify customer needs and proactively deliver quality and unique customer service that will exceed customer expectation.
</li><li>Identify new to bank personal banking customers and refer leads to other segments in the Ban
</li><li>Customer contact is virtually continuous and hence competencies and skills required for dealing with customers are critical
</li><li>Ensure to attain up-to-date products and policy process knowledge at all times (including that of campaigns/promotions) and keep abreast of any subsequent amendment
</li><li>Ensure proper documentation, correctness &amp; completeness of all applications/form
 
Accept, Evaluate &amp; send for processing all after sales transaction (AST)
 
To be vigilant at all times and perform their duties with due care and ensure that all activities are in compliance with the Bank Policy and Procedure. 
</li></ul>Education &amp; Skills
<ul><li>Proven experience as a personal banker; experience in sales or customer service is a
 
plus, Knowledge of personal banking practices and regulations
 
Familiarity with banking software; excellent use of MS Office
 
Ability to work diligently to meet targets
</li><li>Excellent communication and negotiation s
 
kills
 </li><li>Customer-oriented approach to handling problems
 
BSc/BA in Finance, Accounting or similar field preferred 
</li></ul> 
What We Offer You
<ul><li>Competitive salary package
</li><li>Market-leading incentives (Only for incentives based
 
roles) Strong emphasis on work/life balance
</li><li>Generous annual leave entitlement and Private Healthcare
</li><li>World-class Learning &amp; Development platform and career development
</li><li>Preferential banking facilities for employees</li></ul></div>

Personal Banking Advisor

Unicorn marketing management llc

<ul><li>Sales &amp; Growth: Achieve individual and sales targets for, loans, and credit cards</li><li>Customer Advice: Provide expert guidance on financial products, services, and money management to help clients achieve their financial goals.</li><li>Relationship Management: Build and maintain strong, long-term relationships with new and existing clients to increase loyalty and market share.</li><li>Operational Compliance: Ensure all activities, documentation, and transactions comply with bank policies, regulations, and industry standards.</li><li>Service Delivery: Assist with daily banking, such as opening accounts, processing, and resolving customer queries.</li></ul>Job Types: Full-time, Permanent, FresherPay: AED3,000.00 - AED5,000.00 per month

Personal Banking Advisor - Personal Loan

KeyBank

Location: 
110 Washington Avenue - North Haven, Connecticut 06473
 
Job Summary
 Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
 
Essential FunctionsEmbodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
 Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients.
 Consistently attains individual activity, behavior, and outcome goals and expectations.
 Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
 Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
 Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
 Support of branch operations including assisting with client transactions on the Teller line as needed.
 Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.
 Work on Saturdays as directed by management.
 Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
 Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
 
EducationHigh School Diploma , GED or equivalent business experience (required) or
 Bachelor's Degree (preferred)
 
Work Experience1+ years Experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required)
 Understanding of consumer credit - including loan to value, debt to income and credit reports. (required)
 Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required)
 Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
 Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
 Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
 Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
 
Licenses and CertificationsNotary License (preferred)
 
SkillsIs knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions.
 Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
 Strong work ethic and high level of integrity.
 Excellent time management skills.
 Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs.
 Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank.
 Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies.
 Understanding and managing risks associated with banking operations and client transactions.
 Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services.
 Accurate and efficient handling of cash transactions.
 
Core CompetenciesAll KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
 
Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.
 
Driving RequirementsAbility to routinely and frequently operate a motor vehicle with a valid driver's license.
 
Work Location Category
 Branch
 
COMPENSATION AND BENEFITS
 This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
 Please click here for a list of benefits for which this position is eligible.
 
Job Posting Expiration Date: 05/31/2026
 
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
 Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Personal Banker

Location: 
1675 Walden Ave - Cheektowaga, New York 14225
 
Job Summary
 Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
 
Essential Functions
 Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
 Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients.
 Consistently attains individual activity, behavior, and outcome goals and expectations.
 Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
 Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
 Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
 Support of branch operations including assisting with client transactions on the Teller line as needed.
 Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.
 Work on Saturdays as directed by management.
 Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
 Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
 
Education
 High School Diploma , GED or equivalent business experience (required) or
 Bachelor's Degree (preferred)
 
Work Experience
 Minimum 1 year of Experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required)
 Understanding of consumer credit - including loan to value, debt to income and credit reports. (required)
 Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required)
 Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
 Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
 Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
 Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
 
Licenses and Certifications
 Notary License (preferred)
 
Skills
 Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions.
 Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
 Strong work ethic and high level of integrity.
 Excellent time management skills.
 Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs.
 Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank.
 Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies.
 Understanding and managing risks associated with banking operations and client transactions.
 Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services.
 Accurate and efficient handling of cash transactions.
 
Core Competencies
 All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
 
Physical Demands
 Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.
 
Driving Requirements
 Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
 
Work Location Category
 
Branch
 
COMPENSATION AND BENEFITS
 This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
 Please click here for a list of benefits for which this position is eligible.
 
Job Posting Expiration Date: 05/27/2026
 
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
 Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Academy Bank

<div>Summary

Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals.

Responsibilities
<ul>
<li>Provides &quot;fast, easy, and personal&quot; consistent with Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution.</li>
<li>Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services.
</li><li>Achieves specific sales goals on a daily, monthly, quarterly and annual basis.
</li><li>Develops and maintains relationships with business partners to maximize opportunities and to achieve sales standards. Provides a broad base of financial services with the goal of earning 100% of the client's business.
</li><li>Opens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans.</li>
<li>Actively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. This includes, but is not limited to, online banking and bill pay/external transfers, mobile banking app to include text alerts and mobile deposits, usage of smart ATM/ITM's, usage of chat box, and all other self-service channels.
</li><li>Works closely with clients and business partners to refer products and services to other business lines.</li>
<li>Educates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively.</li>
<li>Ethically conducts operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation.
</li><li>Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors, and associates.
</li><li>When delegated by Banking Center Manager, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity.</li>
<li>Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Associate Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training.
</li><li>Protect all client and bank information confidentially and follow all company policies.</li>
<li>Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success).</li>
<li>Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.</li>
<li>Working at the worksite during regular business hours and/or assigned hours.</li>
<li>Other specified duties as assigned.
</li></ul><div>Compensation &amp; Benefits
The Personal Banker position pays a minimum of $18.50 per hour. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals.
Full‐time associates are eligible for our benefits package:
<ul>
<li>Medical</li>
<li>Dental</li>
<li>Vision</li>
<li>401(k) plan</li>
<li>Company paid life insurance</li>
<li>Short and Long-term disability insurance
</li><li>Company paid vacation, paid leave and holidays</li>
</ul>
This position will remain open until a qualified applicant is hired.</div></div>

Frost

<div></div><div>It&rsquo;s about interactions more than transactions.
Do you love serving others and being a helpful hand regardless of the issue? Do people often tell you that you brought them joy just by being you? Are you known for your ability to adapt in everchanging fast paced environments?
At Frost, it&rsquo;s about more than a job. It&rsquo;s about having a flourishing career where you can thrive, both in and out of work. At Frost, we&rsquo;re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you&rsquo;ll become part of Frost&rsquo;s over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Personal Banker I, you are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations. They&rsquo;re empathetic problem-solvers who consistently deliver our kind of banking experience&mdash;the kind that makes people want to stop by the bank and say hello.
What you&rsquo;ll do:<ul><li>
Responsible for providing coverage in both personal banking and teller services while meeting consumer banking performance standards</li><li>
Educate and advise customers on deposits, loans and provide support for any service or account maintenance issues</li><li>
You stand firm in integrity and want to do what is right for each customer. You are able to use good judgement in every situation, in the moment</li><li>
Provide teller services, including deposits, payments, and check cashing in compliance with established bank policies and procedures</li><li>
Maintain proper cash on hand and prepare daily settlement of teller cash and proof transactions</li><li>
Manage risk while actively practicing loss prevention</li><li>
Attend both teller and personal banking training to stay current with information and remain familiar with applicable policies, laws, regulations, and Bank Secrecy Act policies</li><li>
Develop relationships with clients. Desire to be their point of contact &ndash; they know your name and you know theirs</li><li>
Provide advice and guidance and help people along their financial journey</li><li>
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes</li></ul>
What you&rsquo;ll need:<ul><li>
Required Availability: Monday&ndash;Friday, 7:45am&ndash;6:15pm with Rotating Saturdays, 8:45am&ndash;1:15pm</li><li>
Exceptional customer service skills</li><li>
Proficiency in Microsoft applications</li><li>
Excellent written and verbal communication skills</li></ul>
Additional Preferred Skills:<ul><li>
Cash-handling experience</li><li>
College hours</li><li>
Experience in dealing with fraud, protecting customers&rsquo; money, and build trust so clients feel comfortable and safe</li></ul>
Frost Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:<ul><li>
Medical, dental, vision, long-term disability, and life insurance</li><li>
401(k) matching</li><li>
Generous holiday and paid time off schedule</li><li>
Tuition reimbursement</li><li>
Extensive health and wellness programs, including our Employee Assistance Program</li><li>
Referral bonus program + more!</li></ul>
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it&rsquo;s about being part of something bigger. If this sounds like you, we encourage you to apply and see what&rsquo;s possible at Frost.</div>

PERSONAL BANKER I

City National Bank & Trust

<div><div>City National Bank and Trust</div><div>
Job Description: Personal Banker</div><div>
Department: Retail</div><div><div>
Status: Full time</div><div>
Equal Opportunity Employer</div></div><div></div><div> 
Description: The Personal Banker is the entry-level role in City National Bank's personal banking career path. This role focuses on developing foundational knowledge and skills for personal banking while delivering exceptional customer service in alignment with our core values of Integrity, Teamwork, and WOW Customer Experience. During the Entry Level period, Personal Bankers undergo training and development, with specific performance requirements to transition to full Personal Banker status. Personal Bankers are responsible for growing the customer base, meeting sales goals, and fostering positive experiences for all who engage with City National Bank.</div><div></div><div> 
Responsibilities:</div><ul><li>
Successfully complete the Personal Banker Training Checklist, including all assigned learning modules and skill assessments.</li><li>
Develop and expand customer growth through daily prospecting and follow-up activities.</li><li>
Provide WOW customer experiences in all interactions, maintaining standard operating procedures and compliance with all bank policies.</li><li>
Effectively cross-sell and market bank products and services to customers and prospects.</li><li>
Protect customer confidentiality and privacy while practicing branch security procedures.</li><li>
Participate in daily branch operations, gaining proficiency in various areas of personal banking.</li><li>
Actively log customer interactions and follow-ups into Synapsys with detailed notes.</li><li>
Embody CNB&rsquo;s values by prioritizing Integrity, fostering Teamwork, and creating WOW moments for customers and colleagues.</li></ul><div></div><div> 
Qualifications:</div><ul><li>
Required: One year of previous related experience in sales, customer service, cash handling, bank or financial service provider or college hours. Military experience considered, veterans welcomed, bilingual is a plus.</li><li>
Proficiency with Microsoft products, general computer skills, and basic math skills.</li><li>
Ability to work flexible or extended hours with consistent attendance and punctuality.</li><li>
Strong customer service focus with effective problem-solving skills and the ability to maintain composure under pressure.</li><li>
Self-motivated, goal-oriented, and a team player with strong interpersonal and sales aptitude.</li></ul><div></div><div> 
Education and Experience:</div><ul><li>
High School diploma or equivalent</li><li>
Demonstrate alignment with City National Bank&rsquo;s values and vision.</li></ul><div></div><div> 
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</div> 
<div></div><ul><li>
Constant use of computer screens with the ability to operate a computer keyboard, use hands to finger, handle or feel, reach with hands and arms, and talk, see, or hear.</li><li>
Ability to lift/carry no more than 20lbs.</li><li>
Ability to stand for the majority of the assigned work schedule.</li><li>
Clear verbal communication and close vision with the ability to adjust focus.</li></ul><div></div> 
Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities. Duties, responsibilities, and activities may change at any time with or without notice.</div>

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PERSONAL BANKER I

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